This is a defined 12 week advisory project with a clear beginning and end.

• It is about designing and strengthening your finance systems.

• It is not an ongoing CFO relationship or leadership seat.

If you are looking for continuous strategic support, recurring meetings, and a partner at the table for big decisions, our Fractional CFO Partnership is the better fit. Growth and Systems Advisory is about fixing the foundation so your business can grow with more stability.

This engagement is designed for you if:

• You are planning to grow, or already growing, and your finance processes feel patched together.

• Your team is spending too much time fixing issues, chasing numbers, or working around systems that no longer fit.

• Reporting is slow, inconsistent, or difficult to trust.

• You want your finance function to support growth instead of creating friction.

• You know change is needed, but you do not have the time or capacity to design and lead that change on your own.

Before this engagement, many founders describe their world like this:

• Spreadsheets that started simple but have become fragile and complicated.

• Processes that live in people’s heads instead of in clear documentation.

• Finance and operations that do not communicate well with each other.

• A feeling that they are working harder than they should have to, with less visibility than they need.

Growth and Systems Advisory takes you from a reactive setup to a more intentional, stable finance environment that can support what comes next.

Over 12 weeks, we guide you through a structured, collaborative process.

1. Comprehensive diagnostic
We start with a deep review of how your finance function works today. This typically includes:

• How data flows from operations into your financials.

• How you track revenue, costs, margins, and cash.

• Roles and responsibilities within your team.

• Tools, systems, and reports you are currently using.

Our goal is to understand the full picture, not just the symptoms.

2. Action plan aligned to your growth goals
Next, we build a practical, prioritized action plan that connects your growth goals to specific improvements in your finance systems. This plan outlines:

• What needs to change, improve, or be created.

• The order in which to tackle changes.

• Who needs to be involved and how.

3. Implementation support and team guidance
We do not simply hand you a plan and leave. We stay involved to support you and your team as you begin implementing. This can include:

• Working alongside finance or operations staff as they adopt new processes.

• Helping troubleshoot early issues and refine workflows.

• Supporting leadership with communication and change management around new ways of working.

4. Templates and process tools
We provide practical tools that make it easier to keep things running well, such as:

• Templates that match how your business actually operates.

• Process outlines and checklists that your team can follow.

• Recommendations for ongoing reporting rhythms and review cycles.

By the end of this engagement, you can expect to have:

• A finance function that feels more stable, efficient, and aligned with your growth goals.

• Clearer roles and responsibilities so fewer tasks fall through the cracks.

• Better visibility into the numbers that matter most to your business.

• A team that understands the new processes and feels more confident in their work.

• A foundation that makes future decisions easier, because you can trust the systems behind your numbers.

Founders often describe the outcome as a sense of steady ground under the business, rather than constantly feeling like they are catching up.

To keep the distinction clear between this project and our Fractional CFO Partnership, it is important to be specific about what is not included here.

Growth and Systems Advisory does not include:

• Ongoing monthly or quarterly strategy meetings beyond the 12 week period.

• Long term forecasting and scenario modeling for new decisions.

• Representation with lenders, investors, or a board.

• Continuous ownership of your finance function or participation as an ongoing member of your leadership team.

If you want a strategic finance partner who stays in the business with you month after month, our Fractional CFO Partnership is designed for that level of relationship.

• Timeline: 12 weeks from kickoff to completion.

• Click here to download Investment summary

If your business has additional complexity or requires a broader scope, we will outline that clearly and agree on adjustments before work begins.

If you are unsure which service is right for you, a simple way to decide is to look at what you need most right now.

Choose Growth and Systems Advisory if:

• You want a defined project to clean up and strengthen systems.

• Your priority is fixing how information flows, how work is done, and how your finance function supports growth.

• You are comfortable leading strategic decisions once the foundation is stronger.

Choose Fractional CFO Partnership if:

• You want ongoing strategic finance leadership and regular meetings.

• You want a partner at the table for major decisions, scenario modeling, and long term planning.

• You prefer a continuous relationship rather than a time bound project.